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Find FCA registered Financial Advisers Near Me in Sherborne


We have found 192 relevant financial adviser firms within 30 miles of Sherborne. Showing page 11 of 13.

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  2. 🏢

    PFM Associates Limited

    FCA reg no.
    213724
    FCA authorised date:
    27/08/02
    PFM Associates Limited is a Poole-based, FCA regulated financial services firm. They specialize in life and investments, pensions, retirement advice, and financial planning, providing personalized solutions in Dorset and Greater Manchester.
    1. ✔7 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧28.2 Miles
    4. 📍Poole
  3. 🏢

    Elizabeth Humby

    FCA reg no.
    1008476
    FCA authorised date:
    09/02/24
    Elizabeth Humby is a trusted financial firm based in Verwood, Dorset, UK, offering expert guidance in life and investment planning, pensions retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧28.2 Miles
    3. 📍Verwood
  4. 🏢

    Alpha House Wealth Management Limited

    FCA reg no.
    937230
    FCA authorised date:
    03/08/23
    Alpha House Wealth Management Limited is a trusted FCA-registered financial firm in Bath, Somerset, offering expert financial advice, insurance, investments, pension advice, and comprehensive financial planning. Known for tailored solutions and a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧28.2 Miles
    3. 📍Bath
  5. 🏢

    Ocaris Wealth Management LTD

    FCA reg no.
    960257
    FCA authorised date:
    22/02/22
    Ocaris Wealth Management Ltd, a trusted name in financial planning services, offers tailored retirement advice and strategic investment guidance, renowned for its accessible style within the Dorset community.
    1. ✔4 Financial Advisers
    2. 🪧28.3 Miles
  6. 🏢

    BAKER DAVIES LTD

    FCA reg no.
    188992
    FCA authorised date:
    01/12/01
    Regulated by the FCA, Baker Davies Limited is a premier financial services firm in Poole, Dorset, specializing in life investments, retirement advice, and personalized financial planning. Known for its trustworthy expertise and client-focused approach.
    1. ✔5 Financial Advisers
    2. 🪧28.4 Miles
    3. 📍Poole
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  8. 🏢

    Skybound Financial Planning Limited

    FCA reg no.
    738070
    FCA authorised date:
    11/10/16
    Skybound Financial Planning, based in Poole, Dorset, is a leading FCA-regulated firm offering comprehensive life and investment planning, pensions retirement advice, and personalised financial strategies to achieve clients' financial goals.
    1. ✔6 Financial Advisers
    2. 🪧28.4 Miles
    3. 📍Poole
  9. 🏢

    Thomas Porter

    FCA reg no.
    801904
    FCA authorised date:
    15/02/18
    FCA-regulated Thomas Porter is a trusted Wiltshire-based financial planning firm specializing in pensions retirement advice and final salary pension transfers, serving a broad clientele with an approachable service style.
    1. ✔1 Financial Adviser
    2. 🪧28.7 Miles
    3. 📍Trowbridge
  10. 🏢

    Churchill Investments PLC

    FCA reg no.
    182363
    FCA authorised date:
    01/12/01
    Churchill Investments Plc is an established, FCA-registered financial services firm in Somerset. Specializing in life and investment management, they provide expert pensions retirement advice and comprehensive financial planning.
    1. ✔3 Financial Advisers
    2. 🪧28.8 Miles
    3. 📍Winscombe
  11. 🏢

    Lewis & Co (investments & Pensions) Limited

    FCA reg no.
    143646
    FCA authorised date:
    01/12/01
    Based in Poole, Dorset, 4. Lewis Investment provides regulated financial services including life insurance, investments, and pensions retirement advice. Known for personalised guidance and expert knowledge in financial decision-making.
    1. ✔12 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧28.9 Miles
    4. 📍Poole
  12. 🏢

    Life Matters Financial Planning LTD

    FCA reg no.
    787517
    FCA authorised date:
    02/01/18
    Life Matters Financial Planning Ltd, based in Poole, Dorset, provides comprehensive financial services including investment and pension advice. Regulated by FCA, the team offers expert, transparent and diligent financial planning solutions.
    1. ✔1 Financial Adviser
    2. 🪧28.9 Miles
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  14. 🏢

    Ingenuity Financial Services Limited

    FCA reg no.
    609997
    FCA authorised date:
    02/05/14
    Ingenuity Financial Services Limited, FCA regulated, specializes in life and investment planning with a focus on pensions retirement advice. Located in Dorset, they offer tailor-made financial plans and trusted advice to their clientele.
    1. ✔4 Financial Advisers
    2. 🪧28.9 Miles
  15. 🏢

    MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    586392
    FCA authorised date:
    01/11/12
    Montgomery Charles Wealth Management is a regulated FCA financial firm in Wiltshire, specialising in comprehensive wealth management services, including tailored investment strategies, and recognized for pension retirement advice.
    1. ✔7 Financial Advisers
    2. 🪧29 Miles
    3. 📍Wiltshire
  16. 🏢

    Positive Wealth Creation LTD

    FCA reg no.
    481182
    FCA authorised date:
    16/06/08
    Positive Wealth Creation Ltd is an FCA-regulated firm specializing in comprehensive financial planning, investment advice, and personalized pensions and retirement guidance around Somerset from their Burnham on Sea base.
    1. ✔2 Financial Advisers
    2. 🪧29 Miles
    3. 📍Burnham On Sea
  17. 🏢

    Kingston PTM Limited

    FCA reg no.
    209429
    FCA authorised date:
    21/03/02
    Kingston PTM Limited is a Ferndown-based financial service firm, providing client-specific solutions for life, investments and pensions, and offering regulated financial advice in Greater Dorset.
    1. ✔5 Financial Advisers
    2. 🪧29 Miles
    3. 📍Ferndown
  18. 🏢

    King's Court Financial Planning LLP

    FCA reg no.
    613020
    FCA authorised date:
    02/06/14
    King's Court Financial Planning LLP is a reliable, approachable financial advisory firm in Trowbridge, offering personalised, comprehensive services including insurance, investments, and retirement planning.
    1. ✔2 Financial Advisers
    2. 🪧29 Miles
    3. 📍Trowbridge
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